Configuring the AI Voice Booking Agent
The AI Voice Booking Agent can answer inbound calls, answer frequently asked questions, and book appointments directly into your calendar. Here is how to set it up for success.
Step 1: Access the AI Settings
Navigate to Settings > AI Booking. Ensure you have a phone number purchased and configured in your CastaLink account before proceeding.
Step 2: Select the Target Calendar
From the dropdown, select the calendar you want the AI to book appointments into. The AI will automatically read your availability in real-time and only offer time slots that are open.
Step 3: Define the Agent's Persona
This is the most important step. In the System Prompt box, describe how the AI should behave. For example: "You are Sarah, the friendly receptionist at Elite Dental. Your goal is to book patients for cleanings. Be concise, warm, and professional."
Step 4: Set Call Routing Rules
Decide when the AI should answer. You can configure it to answer all inbound calls, only calls outside of business hours, or only calls that you miss after a certain number of rings.
Step 5: Test the Simulator
Before going live, use the built-in Voice Simulator. Click the microphone icon to have a live conversation with your AI agent. Test its ability to handle edge cases, off-topic questions, and the actual booking flow. Tweak your prompt until it sounds perfect!
